Company Description
PatientFi® is a technology-based, point-of-sale financing company in Irvine, CA that partners with healthcare providers to offer patients a friendly payment solution for out-of-pocket medical and dental procedures. The company serves various healthcare specialties, including plastic surgery, dermatology, ophthalmology, dentistry, fertility, and medical spas. PatientFi's mission is to expand patient access to elective healthcare treatments by removing the cost barrier and providing patients with a convenient payment option.
Learn more about PatientFi on our website (www.patientfi.com) or recent articles listed at the bottom of the job posting:
Responsibilities:
- Month-End Close: Own and execute a fast, accurate close process, delivering accurate financials within 5 business days.
- Financial Reporting: Prepare accurate consolidated financial reports, ensuring compliance with GAAP and internal financial policies.
- Journal Entries & General Ledger Management: Prepare, review, and manage journal entries, accruals, and reconciliations – ensuring accurate, clean, and GAAP-compliant books that support a timely month-end close.
- Technical Accounting Research: Research complex accounting issues and draft clear, concise technical memos on new or evolving treatments.
- Annual Audit: Manage the full audit process – preparing documentation, account reconciliations, and working closely with auditors – to ensure everything is completed on time and within budget.
- Financial Analysis: Analyze results, identify trends and variances, and support business decision-making.
- Process Improvement: Identify opportunities to enhance the efficiency of internal accounting, reconciliation processes, and financial reporting.
- Accounts Payable: Manage the accounts payable processes, ensuring accuracy and timely payments to vendors.
- Credit Cards: Manage all company credit cards and process all associated spend.
- Tax Compliance: Support filings (corporate, franchise, etc.) in partnership with external tax advisors.
- Cross-Functional Collaboration: Work closely with FP&A and other teams to drive alignment and support the company’s growth goals.
Qualifications:
- Bachelor’s degree in Accounting, Finance, or a related field
- CPA certification highly preferred
- Minimum of 3 years of accounting experience, preferably with public accounting and startup experience
- Thrives in fast-paced, ambiguous environments and takes initiative
- Highly organized, analytical, and detail-oriented
- Strong knowledge of GAAP (Generally Accepted Accounting Principles)
- Experience with ERP systems (e.g., NetSuite, Sage Intacct) and modern accounting software (e.g. Ramp)
- Advanced Excel skills (e.g., pivot tables, VLOOKUP) and data analysis experience
- Strong attention to detail and the ability to reconcile complex financial data
- Proven experience with month-end close and account reconciliations
- Excellent communication and interpersonal skills
- Ability to work independently, manage deadlines, and prioritize tasks effectively
Recent Press on PatientFi:
PatientFi provides equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristics protected by federal, state or local law.